🛒 Point of Sale (POS) Page

“Turn stock into sales — in just a few taps.”

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🎯 Purpose of the POS Page

The Point of Sale page is designed for retail-style sales, where customers walk in, select products or services, and pay immediately.

It is optimized for:

• Cashiers
• Pharmacists
• Sales representatives
• Front-desk teams

✅ The POS is different from Purchases or Billing in that:

• The customer is paying now
• Stock levels are immediately updated
• A receipt or invoice can be printed or emailed instantly

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🔍 Filters and Search Options

The dropdown filter in the POS dashboard helps you refine transactions and find records efficiently:

• Item Filter (Default): Focus on sales of a specific product. This activates an autocomplete search box to narrow the list.
• Customer Filter: Quickly view transactions tied to a specific customer. Useful for repeat buyers or corporate clients.
• Date Filter: Filter sales to Today, This Week, Last Month, or set custom ranges.

✅ The cart and sales history panel dynamically update with your chosen filter.

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🛠️ Core Functions at a Glance

Feature	Purpose
🔍 Search & Add Items	Add items to the cart from inventory
➕ Add Custom Services	Add services not tied to a product (e.g., consultation fees)
🧾 Enter Customer Info	Optional – tag a customer to the sale
💲 Apply Discounts/Tax	Apply percentage or fixed-value discounts
💰 Select Payment Method	Cash, Card, Mobile Money, Bank Transfer, or Square integration
🧾 Print or Email Receipt	Automatically send or print receipt
🕒 Suspend & Resume Sales	Temporarily pause a transaction (useful for multi-tasking)
🧾 Currency Switching	Sell in foreign/local currencies if exchange rates are configured

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🧰 Example Workflow: Walk-In Sale for Medicine

1. Open the POS Page
2. In the search bar, type “Ibuprofen” → Click to add
3. Set quantity: 2
4. Search “Multivitamin” → Click to add
5. Confirm prices or edit if needed
6. (Optional) Add customer’s name
7. (Optional) Apply 10% discount (by selecting % or currency)
8. Choose payment method: e.g., Cash
9. Click Checkout
10. Print or email receipt to the customer

✅ All done in under a minute.

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🔐 Payment Method Control

You can accept:

• Cash
• Card
• Mobile Money
• Bank Transfer
• Square POS Terminal (advanced integration)

✅ If you’re using Square, a dropdown lets you pair the terminal and control it directly from the app.

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🛑 Suspending a Sale

Let’s say you begin a sale, but the customer:

• Wants to go back and pick more items
• Doesn’t have enough cash right now
• Is delayed by another request

Click Suspend, and the transaction is saved temporarily. You can resume it later from the POS dashboard.

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🧾 Notes, Comments, and Receipts

• Add internal notes to any sale (e.g., “Paid in part by insurance”)
• View comment history on past sales
• Add manual refunds or third-party payments (e.g., donations, external payers)
• Receipts include:
• Company branding (logo, address, tax ID)
• List of products
• Quantity, unit price, total amount
• Discounts and tax
• Customer name (if available)
• Staff name
• Barcode or QR code for traceability

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🧮 Example: Managing Currency & Exchange Rates

If you allow multi-currency sales:

• Choose the correct currency at the top of the POS
• Prices are automatically converted
• Amount paid, change, and discounts are recalculated using the exchange rate
• Totals show in both currencies on the receipt

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🧾 Practical Use Case: Partial Payments or Insurance

A patient is insured for 80% of their medication. The family pays the remaining 20%.

1. Enter the full sale
2. Apply the insurance coverage
3. The system calculates:
• Amount paid by insurer
• Balance due
4. You collect the 20% from the family
5. Print a single receipt showing both payments

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📬 Example: Email Receipt

If the customer’s email is recorded:

• The system will automatically offer to send a receipt
• Receipts are formatted professionally for digital records
• ✅ Useful for telemedicine, corporate clients, or pharmacies doing home delivery

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